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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,453 | $209,425-64.0% | $178,499-57.7% | $158,966-52.5% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 13.10% | 188.80%-175.7pp | 151.10%-138.0pp | 302.95%-289.8pp |
| Employer contribution / active EE | $258 | $5,707-95.5% | $5,011-94.9% | $4,762-94.6% |
| Participant deferral / active EE | $2,506 | $5,955-57.9% | $5,202-51.8% | $5,983-58.1% |
| Admin fee / account holder | $2,114 | $17,078-87.6% | $13,986-84.9% | $11,250-81.2% |